CRM Connectors
Smarter service starts with better data.
Integrate Collab with your CRM to give agents the context they need and customers the answers they expect.
From Salesforce to Dynamics 365 and beyond, our CRM connectors let your contact center work with the tools you already use. Pull up full customer profiles, log every interaction, and automate follow-ups without switching tabs.
Sync customer data in real-time.
Sync customer data in real-time.
Sync customer data in real-time.
Sync customer data in real-time.
Sync customer data in real-time.
The Collab Way
Two systems, one experience
Collab CRM connectors sync your customer data in real time, embedding profile details, contact history, and open cases directly into the agent workspace. Every interaction is logged back to the CRM automatically, so nothing gets missed. It’s not just a sync. It’s a shared workspace built for faster, more personal service.
2-Way Sync
Customer updates flow both ways between systems in real time.
Profile Enrichment
Agents get full context before they even say hello.
Contact Pop
Incoming calls or messages show CRM details instantly.
Automatic Logging
Every call, chat, or case is recorded in your CRM.
Custom Workflows
Trigger CRM actions based on conversation outcomes.
Compatible with Major CRMs
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Built to connect across your stack.
Collab connectors are just one piece of our automation toolkit. Use them alongside Conversational AI, Agent Assist, and Collab Flows to unify your customer journey—from first contact to resolution—without custom code or complex integrations.
